WIA
VTR icon

World Investment Advisors’s Ventas VTR Stock Holding History

World Investment Advisors’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Sell
24,434
-1
-0% -$85 0.03% 476
2026
Q1 		$2M Sell
24,435
-301
-1% -$24.6K 0.03% 485
2025
Q4 		$1.91M Buy
+24,736
New +$1.87M 0.03% 480

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

World Investment Advisors's VTR Position: Q2 2026 in Review

World Investment Advisors reduced its Ventas (VTR) stake by 0% in Q2 2026, selling an estimated $85 and leaving 24,434 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #476.

World Investment Advisors first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • World Investment Advisors held 24,434 shares of Ventas worth $2M as of Q2 2026.
  • World Investment Advisors sold 1 Ventas share in Q2 2026, an estimated $85.
  • Ventas made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #476 holding.
  • World Investment Advisors first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.